At Eclectic Associates, we have been serving as financial guides to both families and individuals since 1984. Based in Fullerton, California, our Registered Investment Advisory firm provides financial planning and investment management throughout Orange County County and Los Angeles.
As members of the Financial Planning Association (FPA), our CERTIFIED FINANCIAL PLANNER™ professionals will work with you to develop a realistic plan based on your financial and personal goals. Our CFP® training means we look at the big picture of your finances so we can provide detailed strategies to meet your goals. And we will do this while upholding our fiduciary obligation to put your interests ahead of our own.
Our goal is simple: to provide objective, ongoing planning that relieves you of the responsibility of managing your finances so you can enjoy the other areas of your life.
Let’s see how we can help you achieve peace of mind about your money and future.
Schedule a quick 15-minute call to discuss your goals.